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Pension Consulting Services Advisors in Maryland
4,689 Results
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BALTIMORE, MD

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Aadit Lall Shrestha is a registered representative with Stifel, Nicolaus & Company, Inc. with a current scope of practice for both Broker-Dealer and Investment Advisor. Aadit Lall Shrestha has been in the industry since January 5, 2020. Aadit Lall Shrestha holds the Series 86, Series 87, and SIE licenses. Aadit Lall Shrestha is also a registered Investment Advisor Representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

LPL Financial LLC

location

HANOVER, MD

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Burleson is a financial advisor at LPL Financial LLC with over 16 years of experience in the industry. Aaron has a strong background in securities and financial services, having held previous roles with M&T Securities, Inc., Ameriprise Financial Services, Inc., and SunTrust Investment Services, Inc. Aaron is a registered representative in 27 states, including Maryland, California, Florida, Texas, and New York. Aaron provides financial planning services, including investment management and retirement planning. Aaron is a dedicated and experienced financial advisor committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Equitable Advisors, LLC

location

COLUMBIA, MD

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Edward Lekarz is an active investment advisor representative and investment advisor registered with Equitable Advisors, LLC. Aaron has been in the securities industry since January 30, 2014. Aaron's professional experience includes working for AXA Advisors LLC and Equitable Advisors, LLC. Aaron holds Series 63, 65, 7, and 24 securities licenses and has been registered in 25 states. Aaron also has a Securities Industry Essentials Examination certification.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

RBC Capital Markets, LLC

location

Lutherville, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Forker is a financial advisor with RBC Capital Markets, LLC. Aaron has been in the industry since January 2016. Aaron is registered as an Investment Advisor Representative in Maryland and Texas. Prior to joining RBC Capital Markets, LLC, Aaron was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Aaron specializes in the provision of financial planning, pension consulting, and portfolio management services. Aaron has experience working with a wide range of clients, including high net worth individuals, corporations, and other businesses. Aaron holds the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE) certification.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Pruco Securities, LLC

location

Crofton, MD

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Schmerling is a financial advisor with Pruco Securities, LLC. Aaron has been in the industry since January 2011 and is registered in 20 states. Aaron's expertise includes investment planning, retirement planning, and college savings.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

TOWSON, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Tyburski is a financial advisor who has been in the industry since 2018. Aaron is currently registered with Osaic Wealth, Inc. and is licensed in Montana. Aaron holds Series 6, 7, 63, and 65 licenses, as well as the SIE. Aaron has a long history of working in financial services, including roles at Goldman Sachs & Co. LLC and Foresters Financial Services, Inc. In addition to financial advising, Aaron is also the managing member of Tyburski Wealth Management, LLC, a limited liability company. Aaron offers financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Bethesda, MD

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Scissors is an active investment advisor representative at Morgan Stanley. Aaron has been in the securities industry since 2022 and has registrations in 48 states and the District of Columbia, as well as a Series 66, Series 7TO, and SIE license. Aaron has worked for Morgan Stanley Smith Barney LLC since November 2021 and has experience in the financial industry from previous roles at the University of Maryland and Morgan Stanley Private Bank, N.A. Aaron's firm, Morgan Stanley, is a large financial firm with over $1 trillion in assets under management and offers a wide range of financial services, including investment management, financial planning, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Impact Partnership Wealth, LLC

location

Hyattsville, MD

0 Disclosures

ADVISOR BIO

Aaron Philip James is a financial advisor registered with Impact Partnership Wealth, LLC. Aaron has been in the financial services industry for 8 years and has a combined Series 7 and 66 license. Aaron is based in Hyattsville, MD and has previous experience with J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Aaron specializes in financial planning, educational seminars, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

WESTMINSTER, MD

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aaron Michael Puckett is a financial advisor with over 20 years of experience in the financial services industry. Aaron is registered with LPL Financial LLC and has a Series 7, Series 24, Series 63, and Series 66 license. He is also a Certified Financial Planner. Aaron has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Aaron specializes in financial planning, investment management, and retirement planning. He is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Annapolis, MD

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Tsukasa Troup is a financial advisor registered with Ameriprise Financial Services, LLC. Aaron Tsukasa Troup has been in the industry since March 20, 2005. Aaron Tsukasa Troup works in the Annapolis, MD office of Ameriprise Financial Services, LLC. Aaron Tsukasa Troup has previously worked at Raymond James Financial Services, Inc., LPL Financial LLC, Commonwealth Financial Network, FSC Securities Corporation and Ameriprise Financial Advisors Inc..

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals

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